scroll

SeRvices

WHAT WE DO
We know how to make deals happen. Serving both sellers and buyers, we employ a multidisciplinary approach to successfully execute every aspect of your transaction while capturing maximum value.
Learn More
01 TARGETING

Whether it be a purchase or a sale, we leverage our deep network to focus on finding the right opportunities for you.

02 VALUATION

We immerse ourselves in your business to understand its drivers and fully align with you. This includes providing an initial valuation to use as a benchmark.

03 MODELING

We build detailed, easy-to-understand bottoms-up financial models using airtight assumptions.

04 DUE DILIGENCE

Multidisciplinary approach to comprehensively review businesses, set up and manage the Data Room and the various work streams involved in every deal.

05 NEGOTIATION

We lead negotiations from start to finish, often with multiple parties, to create the best possible outcomes.

06 TAX/LEGAL/CLOSING

Deep contacts to industry-specific, boutique tax advisors and law firms to prepare and negotiate all legal documentation to ensure you get the benefit of the bargain we struck.

07 FAMILY BUSINESS TRANSITION

Experienced guidance for family-owned businesses in transition, including divestitures.

Representative Transactions